The UBS Infrastructure Opportunities Fund invests as an Article 8 fund through primary and secondary funds as well as co-investments in operational infrastructure assets with stable income. The fund focuses on OECD countries with emphasis on Europe and covers four core sectors: energy/energy transition and utilities, transportation, communication, and social infrastructure. A maximum of 20% of capital flows into new construction projects, with the remainder in established, income-generating assets. The investment strategy combines various access forms (primary/secondary funds, co-investments, continuation funds) for optimal diversification. With a risk indicator of 4, a lock-up period of 36 months, and recommended holding period of 5 years, the fund is suitable for investors with medium risk tolerance seeking stable infrastructure income and moderate long-term capital appreciation.
⚠ There is no guaranteed minimum return. You could lose some or all of your investment.
The returns shown are annualized and net of costs.